Working with a fiduciary
I specialize in discretionary portfolio management through the RBC Portfolio Focus program. As a Portfolio Focus advisor I act as a fiduciary. The fiduciary standard means that I put my client’s interests above my own. I make investment decisions for client’s portfolios on their behalf with their best interests in mind.
Customer service is my first priority all day, every day. My goal is for clients to perceive me as their “money guy.” If they have any kind of money question what-so-ever, they call me first.
My clients are unique and I am committed to educating them throughout their financial journey. Our conversations revolve around gathering assets that generate cash-flow, acquiring assets that grow in value, mitigating risk, and converting wealth into reliable income streams for retirement.